See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,390 | $95,862+35.0% | $79,550+62.7% | $134,475-3.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.27% | -2.69%-20.6pp | 0.16%-23.4pp | 417.96%-441.2pp |
| Employer contribution / active EE | $8,182 | $3,128+161.6% | $2,413+239.1% | $4,740+72.6% |
| Participant deferral / active EE | $955 | $4,693-79.6% | $3,985-76.0% | $6,400-85.1% |
| Admin fee / account holder | $3,266 | $9,126-64.2% | $6,832-52.2% | $11,426-71.4% |